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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,146 | $81,331+242.0% | $155,534+78.8% | $80,935+243.7% |
| Participation rate | 31.3% | 66.3%-35.0pp | 78.2%-47.0pp | 67.7%-36.4pp |
| Annual return | 18.82% | 33.37%-14.6pp | 64.92%-46.1pp | 35.66%-16.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,642 | $3,454+5.4% | $5,630-35.3% | $4,299-15.3% |
| Admin fee / account holder | $3,448 | $7,999-56.9% | $15,900-78.3% | $6,924-50.2% |